See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,413,532 | $138,044+924.0% | $125,339+1027.8% | $134,475+951.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -41.14% | 750.33%-791.5pp | 572.05%-613.2pp | 417.96%-459.1pp |
| Employer contribution / active EE | $25,267 | $5,243+381.9% | $4,814+424.9% | $4,740+433.1% |
| Participant deferral / active EE | $12,050 | $7,799+54.5% | $7,446+61.8% | $6,400+88.3% |
| Admin fee / account holder | $35 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |